Services

Accounting services team reviewing printed financial charts around a conference table with a calculator

The team at Grace S. Clark, CPA offers a variety of professional accounting and tax services for businesses and individuals located in Riverside County, CA and throughout the United States. Our team is dedicated to personalized service tailored to meet your unique needs.

Business Accounting Services and Corporate Taxes

Closely held businesses need more than a return once a year. We handle bookkeeping and reconciliation, monthly and quarterly financial statements, entity selection questions, and the federal and California corporate, partnership, and S corporation returns that follow from them. Grace is a Certified QuickBooks ProAdvisor, so if your books live in QuickBooks we can work in them directly rather than asking you to export and hope. Full detail is on our business accounting and corporate taxes page.

Personal Income Tax Preparation

Individual returns range from a single W-2 to rental property, self-employment income, retirement distributions, and multi-state filings. We prepare the return, review the result with you before it is filed, and represent you before the IRS or the Franchise Tax Board if a notice arrives later. See our personal income taxes page for the full picture.

Trust and Fiduciary Accounting Services

Trustees, executors, and conservators have to be able to account for assets they hold for someone else, often in a format a probate court will accept. We maintain trust books, prepare court accountings, and file fiduciary income tax returns for trusts and estates. Details are on our trust and fiduciary accounting page.

Non-Profit Accounting Services

Tax-exempt organizations answer to donors, boards, and two levels of government. We prepare Form 990 and the California filings that accompany it, handle unrelated business income when it arises, and keep books that respect donor restrictions and functional expense allocation. Our non-profit services page covers the specifics.

Why Clients Choose Our Accounting Services

Grace S. Clark earned her Business degree in Accounting in 2005, was awarded the CPA designation in 2009, and spent eleven years with a mid-sized Inland Empire CPA firm specializing in tax and business accounting before opening this practice in Corona. That background is why our accounting services span the business return, the owner’s personal return, and the trust or non-profit sitting alongside them. One firm holding all three means the numbers reconcile and nothing falls between advisors.

It is also why the phrase on our home page is close personal attention. You speak with the people doing the work. Read more about Grace and our team if you would like to know who they are.

Our bookkeepers handle day-to-day entry and reconciliation, and our office manager keeps appointments and document requests moving so nothing sits waiting on a signature.

We are located at 400 Ramona Avenue, Suite 106 in Corona, and we work with clients throughout Riverside County and the wider Inland Empire. Grace is a Certified QuickBooks ProAdvisor, a past President of the Inland Empire Chapter of the California Society of CPAs, and has served on that organization’s state board. If you are comparing accounting services and want a straight answer about what your situation requires, call 951.399.2675 and ask.

Getting Started With Our Accounting Services

The first conversation is about fit: what you need, what shape your records are in, and what deadlines are in front of you. Bring your last filed return and whatever books you keep. If you would rather look something up first, our helpful links page points to the official IRS and Franchise Tax Board resources our clients use most. When you are ready, our contact information page has our phone number, email, and Corona office address.

Official forms, filing deadlines, and payment portals are published by the IRS and the California Franchise Tax Board.